definition for: #BobbyChristianJr

Twitter account of Brentwood, TN based Financial Planner / Financial Advisor Bobby H. Christian, Jr. Follow on Twitter and LinkedIn for frequent updates on pertinent financial topics.

Bobby’s involvement with the Principal Financial Group® is a continuation of a dedicated career of over 21 years in the financial services industry. Bobby began his career in 1994 with Waller Equity Management / Consolidated Capital Advisors, where he served as Senior Vice President, Investment Advisory Services. In 2002, he joined MetLife, where he served as Marketing Director, Advanced Markets Specialist, Investment Adviser Representative and Special Needs Financial Planner until early 2011. Bobby is a graduate of Vanderbilt University in Nashville, TN with a BA in Economics. A native of Atlanta, he and his wife, Brenda, reside in Brentwood, TN.

Bobby’s philosophy in working with his clients is both simple and powerful: “Today’s financial world is complex, and continues to evolve rapidly. Information flow is almost overwhelming. Because of this complexity, confusion and rapid change, people are changing the way they view their financial relationships. Investments, income tax, employee benefits, retirement, education, stock option exercise, estate, inter-generational wealth transfer, planned giving, business and insurance strategies are not isolated factors, but individual, intertwined modules of an overall strategy, frequently involving multi-generational coordination. While no one person or company can address the full spectrum of financial needs, a local network of professionals - a financial advisor, an attorney, accountant, a banker and others – supported by a national network of Advanced Solutions attorneys - coordinated through a single team leader, can integrate the multiple individual disciplines of a financial strategy into one comprehensive, multi-generational, cost effective, wealth management strategy. To be successful today, people must take an overall wealth management services approach to their finances, seeking competent advice in multiple financial disciplines from one source, the team leader.

My goal is to be the leader of your financial team in helping you set and achieve your financial goals.”